Our clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise.
Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
About Lauren Chaulk
I met Lauren at a Lunch and Learn Seminar through work. I am not very financially minded at all but knew that what Lauren had said made a great deal of sense. I was excited to go home and tell my husband. We became clients of IG right away. Lauren makes things easier for me to understand and we have a new outlook on our financial future and our children's. It is very comforting to know she is keeping an eye on us!!!
I was talking to my sister on the phone this morning and telling her how wonderful Lauren has been to work with. I have been with Investors since it was called a "syndicate" back in the 1980s and this is the first time I've felt as if I had an investment counselor who was really working for me. She stays on top of organizing regular meetings to discuss my account and ever so encourages me into doing things like getting my income taxes and well done!
Lauren, as I sit and listen to the news concerning the political and economic turmoil in the world and the markets, I marvel how little I think about - let alone worry about - our portfolio. I credit this to the discussions and resulting recommendations you make and the actions you are taking to limit our exposure to the market risks. I have full confidence that our strategy is dynamic and proactive. Thank you for this.
I'm so much more confident in the future since Lauren took over my portfolio. My investments finally have direction. Lauren adds a personal touch and is careful to explain where my money is and how it's working for me
About Ross Elliott
Ross Elliott has been my financial consultant for 20 years. Throughout that time Ross and his staff have always been professional, personable and knowledgeable. During meetings, Ross turns off his phone so he is 100% focused on me and my portfolio.
I have always believed that Ross advises me to do what he would if he were in my situation. I trust him implicitly. I have referred my mother and 2 friends to Ross and they are happy with the financial advice that they receive.
I had referred one friend to Ross years ago, however my friend had an advisor that he was happy with so he chose not to meet Ross. After a bad experience (and significant loss of savings) a few years ago, my friend and his wife met with Ross and are now clients. My friend is very happy with how Ross has handled his portfolio and has mentioned to me many times that he knows that if he had heeded my advice years ago he would be in a much better financial situation today.
I feel very fortunate to have Ross as my financial consultant.
“My expertise is to make money. I don’t have the time to do the proper financial and tax planning and recognize the planning opportunities in my business. With his skills in this area, Ross can direct so as to ensure that I maximize on all planning opportunities.
Thank you Ross for coming by today to provide us both with a positive outlook on our financial portfolios – our children will be ever grateful!! Also Ross, the lunch was much appreciated and we both enjoyed it very much.
Like many professionals, I started out as a do-it-yourselfer in my financial planning, thinking I would so well. I discovered very early that my profession does not afford me the time to stay current with the changes in the financial industry, therefore, I felt out of control. Since my relationship with Ross, I now feel my financial future is assured and he always takes the time to keep me current with financial changes which affect me and my portfolio.
I always felt that once I retired, not much else could be achieved by further financial planning. Ross showed me how to reduce my tax liabilities and how to protect my nest egg against that dreadful enemy of inflation.
Ross has a very good working knowledge of small business and recognizes the financial needs of the small business owner. This enables him to analyze the needs and then utilize the services of other professionals so together they ensure the small business owner receives the required planning.
In our younger years we were trying to learn how to invest and accumulate some dollars. Now, later in life, we have accumulated a sizable nest egg, however we never really gave much thought to estate planning. Ross gave us great advice. We now feel that with a proper estate plan, it will be preserved for our children.
We were very intimidated with the subject of financial planning because of our lack of knowledge. This caused us to procrastinate putting any kind of a financial plan in place. After meeting with Ross, we now feel comfortable. He has removed the mystery because of his knowledge. Each time we meet to review our portfolio, we feel it is an education class. We regret we never started earlier.